Advisory Assistant – Pretoria

Recruiter:

Career Circuit

Job Ref:

Advisory Assistant ..

Date posted:

Friday, November 4, 2022

Location:

Pretoria, South Africa

Salary:

Market Related

SUMMARY:
Advisory Assistant – Pretoria

JOB DESCRIPTION:

Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients.

Qualification/Experience:

Matric with a tertiary qualification.

Preference to Investment Management, Financial Planning, Accounting, Tax or CFP.

Ideally 3-5 years’ experience.

Computer Competency Requirements:

Tyrus – In-house system

Microsoft packages

KPA/Strategic Business Deliverables: (detailed description to be provided upon application)

Communication and Client Intimacy.

Administration.

Calculations.

Practice Management.

Greater Office Contribution.

Knowledge:

General knowledge of financial markets.

Knowledge of insurance and investment products.

Fee account and performance fees.

Mandates.

Asset classes, hedge funds and equities.

Lump sum investing/withdrawals.

Rate of return and income tax (CGT).

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Senior Credit Risk Consultant / Assistant Manager
Location: Johannesburg
Salary:
An exciting opportunity is available for a Senior Credit Risk Consultant / assistant Manager to join a highâperforming team within a leading advisory and consulting environment. This role is ideal for a motivated professional who enjoys solving complex business problems, thrives in a clientâfacing environment, and is ready to contribute from day one.
1 day ago

IT Auditor
Location: Johannesburg
Salary: 800000
Calling for IT Audit Specialists in JHB!
2 days ago

DENTAL ASSISTANT | CENTURION
Location: Centurion
Salary:
2 days ago

Accountant/Bookkeeper
Location: Pretoria
Salary: 180 000 Annually
Join this company as account assistant or bookkeeper assisting all general finance administration, based in pretoria East.
5 days ago

Assistant Marketing/ Operations Administrator
Location: Pretoria
Salary:
assistant Marketing/ Operations Administratorpretoria EastSalary Market relatedTo provide administrative, logistical, and operational support to the Marketing Department, ensuring the smooth execution of marketing campaigns, brand compliance, stock control and communication across 38 filling stations and 8 depots.
6 days ago

Instrumentation Supervisor
Location: Kempton Park
Salary:
Our client in the chemical processing industry in Kempton Park is looking for an Instrumentation Maintenance Supervisor with 5 to 10 years Supervisory / Foreman experience to join them.
9 days ago

MEDICAL ASSISTANT
Location: Pretoria
Salary: R10k - 12k per month
The person must accompany the doctor during patient visits and must be administratively strong.
9 days ago

DENTAL ASSISTANT/RECEPTIONIST | CENTURION, PTA
Location: Centurion
Salary:
12 days ago

Practice Assistant, Pretoria
Location: Pretoria
Salary:
13 days ago

OPTOMETRIST FOR EYE SPECIALIST | PRETORIA (MOOT)
Location: Pretoria
Salary:
15 days ago

Advisory Assistant – Pretoria

Similar jobs you might be interested in:

Create a free job alert for Advisory Assistant – Pretoria in Pretoria

Jobseekers

Recruiter

General